Demo

Private Equity Sales Associate

Moonfare
York, NY Full Time
POSTED ON 3/11/2026 CLOSED ON 4/4/2026

What are the responsibilities and job description for the Private Equity Sales Associate position at Moonfare?

Private equity has always been a sought-after asset class due to its performance potential.

However, steep entry barriers, including high minimum investments (~€10m), hefty paperwork and the challenge of selecting the right fund have traditionally kept individual investors at bay, with access largely limited to big institutions or a select few. 

Enter Moonfare.

We've made investing in private equity more accessible and straightforward with our fully digital investment platform. Now, qualified investors can access some of the most sought-after private market funds at minimums starting from €10,000*. 

The diverse Moonfare team – which includes alumni from top private banks, groundbreaking startups and beyond – is united in pushing boundaries and redefining the private equity landscape. 

Join us!

Private Equity Sales Associate

(Please note, to be considered for this position, candidates must already hold FINRA Series 7)

As a Private Equity Sales Associate at Moonfare, you will be a key driver in building lasting relationships with high-net-worth individuals and family offices. You’ll play a vital role in guiding investors through the private markets landscape, ensuring they receive tailored advice and exceptional service at every step. This position offers the opportunity to work closely with a global client base while collaborating across teams to deliver a seamless, high-impact investor experience.

You will:

  • Own investor accounts with a focus on building a long-term, high-quality investor portfolio
  • Convert qualified leads into active investors by understanding their needs, articulating Moonfare’s value proposition, and guiding them through the investment journey
  • Take a hands-on approach to portfolio oversight and performance discussions, offering data-driven insights tailored to investor goals
  • Confidently manage complex client questions, concerns, and objections — always aiming to deliver clarity and value
  • Prepare presentations, portfolio summaries, and communications that deepen trust and reinforce Moonfare’s value proposition
  • Bring a critical eye to internal processes and suggest ways to enhance efficiency and the client experience
  • Collaborate closely with internal teams such as Product, Marketing, Compliance, and Investments to ensure a seamless and coordinated investor experience

The next Moonfarian:

  • Has a minimum of 3 years in a client-facing role, ideally in financial services, private banking, private equity, or investment management
  • Holds a Bachelor’s degree in Finance, Economics, Business, or a related field
  • Possesses FINRA licenses (Series 7, 24, 63) or is willing to obtain them upon joining the company
  • Demonstrates a confident, professional communication style with the ability to engage sophisticated investors
  • Applies a structured and organized approach to work, with strong attention to detail
  • Proactive, independent, and resourceful — able to thrive in fast-moving, evolving environments
  • A team player with a global mindset and enjoys working across cultures and time zones

Salary Range: 120,000 - 140,000 USD 

If you feel you do not meet all of the requirements, we still encourage you to apply!

Our Values:

  • Our clients come first, Moonfare comes second, and we prioritise ourselves third - Client-Centric Focus. Putting clients first means creating value for them is essential. Placing Moonfare second signifies that our individual professional future at Moonfare depends on the company's commercial success. Prioritising ourselves third reflects our humility in putting clients and Moonfare before personal interests.
  • We pursue excellence and honor our promises - Commitment to Excellence. We hold ourselves to the highest standards, taking responsibility for our failures, and celebrating our successes. We commit to deadlines and stick to them and we learn from our mistakes.
  • We are here to win and to celebrate our collective achievements - Win together. We are mission-focused and think and act like owners. We exemplify the attitude we expect and each of us commits to do what it takes to succeed.
  • We foster personal growth but each of us earns our place as a Moonfarian through merit - Growth and Merit. We hire, retain, and develop exceptional people and invest in empowering them to excel. We must all earn our place at the table every day.

We understand the important role that diversity plays in our success. Different backgrounds, experiences and ideas push us further and raise the bar. We’re committed to developing an inclusive and safe culture where everyone  — regardless of colour, race, religion, sex, origin, sexuality, disability, marital status, citizenship or gender identity — knows that they are an integral part of the team and can bring their full potential to their work.

*Minimum investments vary according to jurisdiction.

Apply now!

Salary : $10,000 - $140,000

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